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Define Project Alignment and Tracking Factors

Each business alignment value that you define for a project is associated with a number. All the numbers together are used to determine an average which is then considered the Business Alignment score for the project.

See the Project Management User Guide for more information.

Follow these steps:

  1. Open Home, and from Portfolio Management, and click Projects.

    The projects page appears.

  2. Click the project to define business alignment and tracking factors.

    The project properties page appears.

  3. Open the Properties menu, and click Alignment and Tracking.

    The alignment and tracking properties page appears.

  4. Specify the following business alignment values:
    Business Value

    Displays the amount of business value (high, medium, low) associated with the project. Click the drop-down menu to select an option. After you save, the stoplight color changes as follows:

    • Red. Low Business Value
    • Yellow. Medium Business Value
    • Green. High Business Value
    Sponsorship

    Displays the amount of sponsorship (high, medium, low) available for the project. Click the drop-down menu to select an option. After you save, the stoplight color changes as follows:

    • Red. Low Sponsorship
    • Yellow. Medium Sponsorship
    • Green. High Sponsorship
    Technology Compliance

    Displays the technology compliance status of the project. Click the drop-down menu to select an option. After you click Save, the stoplight color changes as follows:

    • Red. Not in Compliance
    • Medium. Compliance with Architecture Standards
    • Low. Not in Compliance - but Stable
  5. Specify the following project tracking values:
    Scheduler Format

    Specifies the scheduler format used for the project. Click the drop-down menu and select a scheduler format (Microsoft Project or Open Workbench).

    Dashboard View

    Specifies the dashboard view selected for the project. Click the drop-down menu to select a view option.

    Default: PPM Essential Project Dashboard

    Set Budget Dates

    Indicates if the budget dates synchronizes with project dates. Select the check box to synchronize budget date with project dates.

  6. Submit your changes.